S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$53.6M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$14.6M
5
ABT icon
Abbott
ABT
+$4.07M

Top Sells

1
+$203M
2
+$22.9M
3
+$22.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.86M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.65M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$1K ﹤0.01%
+20
2652
$1K ﹤0.01%
+6
2653
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+11
2654
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14
2655
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+177
2656
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11
2657
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43
-3
2658
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36
2659
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92
-19
2660
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33
2661
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14
-18
2662
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+58
2663
$1K ﹤0.01%
186
-4,656
2664
$1K ﹤0.01%
134
2665
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53
2666
$1K ﹤0.01%
+22
2667
$1K ﹤0.01%
45
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2668
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38
-853
2669
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33
-51
2670
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67
2671
$1K ﹤0.01%
187
2672
$1K ﹤0.01%
46
2673
$1K ﹤0.01%
+11
2674
$1K ﹤0.01%
75
-75
2675
$1K ﹤0.01%
11
-13
105 106
107
108 109